Civic Intelligence

Buckingham Smith Benevolent Association

EIN 59-6137514 • St Augustine, FL

17 Pacific StreetSt Augustine, FL 32084
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$22,407

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,926,583

Down $92,448 (-3.1%) from 2023

Liabilities

Down

$0

Down $298 (-100%) from 2023

Net Assets

Down

$2,926,583

Down $92,150 (-3.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Down

$266,020

Down $214,761 (-45%) from 2023

Expenses

Up

$358,170

Up $8,679 (+2.5%) from 2023

Net Income

Down

-$92,150

Down $223,440 (-170%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,812,216Liabilities 2010: $5,836Net Assets 2010: $3,806,3802010Assets 2011: $4,218,454Liabilities 2011: $20,126Net Assets 2011: $4,198,3282011Assets 2012: $4,113,270Liabilities 2012: $7Net Assets 2012: $4,113,2632012Assets 2013: $4,165,365Liabilities 2013: $4,845Net Assets 2013: $4,160,5202013Assets 2014: $4,028,285Liabilities 2014: $34,147Net Assets 2014: $3,994,1382014Assets 2015: $3,855,929Liabilities 2015: $4,675Net Assets 2015: $3,851,2542015Assets 2016: $3,553,933Liabilities 2016: $4,327Net Assets 2016: $3,549,6062016Assets 2017: $3,448,405Liabilities 2017: $0Net Assets 2017: $3,448,4052017Assets 2018: $3,386,518Liabilities 2018: $0Net Assets 2018: $3,386,5182018Assets 2019: $3,244,089Liabilities 2019: $1Net Assets 2019: $3,244,0892019Assets 2020: $3,062,500Liabilities 2020: $10Net Assets 2020: $3,062,4902020Assets 2021: $2,961,387Liabilities 2021: $3,937Net Assets 2021: $2,957,4502021Assets 2022: $2,887,443Liabilities 2022: $1Net Assets 2022: $2,887,4432022Assets 2023: $3,019,031Liabilities 2023: $298Net Assets 2023: $3,018,7332023Assets 2024: $2,926,583Liabilities 2024: $0Net Assets 2024: $2,926,5832024

Highlighted filing

2024

Assets$2,926,583
Liabilities$0
Net Assets$2,926,583
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $358,1912010Expenses 2011: $382,4032011Expenses 2012: $391,8182012Revenue 2013: $442,491Expenses 2013: $395,234Net Income 2013: $47,2572013Revenue 2014: $258,585Expenses 2014: $424,967Net Income 2014: -$166,3822014Revenue 2015: $260,141Expenses 2015: $403,025Net Income 2015: -$142,8842015Revenue 2016: $222,960Expenses 2016: $524,608Net Income 2016: -$301,6482016Revenue 2017: $317,611Expenses 2017: $418,812Net Income 2017: -$101,2012017Revenue 2018: $374,802Expenses 2018: $436,689Net Income 2018: -$61,8872018Revenue 2019: $227,959Expenses 2019: $370,388Net Income 2019: -$142,4292019Revenue 2020: $173,643Expenses 2020: $355,242Net Income 2020: -$181,5992020Revenue 2021: $271,938Expenses 2021: $376,978Net Income 2021: -$105,0402021Revenue 2022: $234,610Expenses 2022: $304,617Net Income 2022: -$70,0072022Revenue 2023: $480,781Expenses 2023: $349,491Net Income 2023: $131,2902023Revenue 2024: $266,020Expenses 2024: $358,170Net Income 2024: -$92,1502024

Highlighted filing

2024

Revenue$266,020
Expenses$358,170
Net Income-$92,150
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,926,583
Liabilities
$0
Net assets
$2,926,583
Revenue
$266,020
Expenses
$358,170
Net income
-$92,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.36$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.48$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.23$0.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.27$0.38$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.17$0.36$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.23$0.37$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.37$0.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.32$0.42$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.22$0.52$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.85$0.26$0.40$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.03$3.99$0.26$0.42$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.16$0.44$0.40$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.39
2011Detailed filing. Detailed filing data is available for this year.$4.22$0.02$4.20$0.38
2010Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.81$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley K DavisSec/Treas-TrusteeFT$22,407-$22,407
Darrell PoliTrustee-$0--
Joseph Boles JrVice President-Trustee-$0--
Michael SandersPresident-Trustee-$0--
John D Bailey JrTrustee-$0--
Todd BatenhorstTrustee-$0--
John PrioleauTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt Johns Housing Partnership IncRepairs tohousing units501(c)(3)St Augustine, FL, US$60,000
Paid GrantFlagler Health Care Foundation IncHealth care forindigent patients501(c)(3)St Augustine, FL, US$60,000
Paid GrantYoung Life St AugustineProvide tutoring, mentoring, etc. to indigent youth501 (c)(3)St Augustine, FL, US$47,386
Paid GrantGood Samaritan Health Centers IncProvide medical and dentalservices501 (c)(3)St Augustine, FL, US$45,000
Paid GrantSt Johns County Council on AgingMeals on Wheels-for indigents501 (c)(3)St Augustine, FL, US$40,648
Paid GrantSafety Shelter of St Johns County IncAssistance for victims of domestic violence501 (c)(3)St Augustine, FL, US$25,000
Paid GrantFlagler College IncScholarships for youth501(c)(3)St Augustine, FL, US$15,000
Paid GrantSt Johns County Education FoundationProvide educationalassistance to indigent youth.501 (c)(3)St Augustine, FL, US$3,500
Paid GrantSt Joseph AcademyScholarships foryouth501(c)(3)St Augustine, FL, US$0
Filing and Contact Details

Filer

Filer Name
Buckingham Smith Benevolent Association
EIN
59-6137514
Phone
9048191799
Address
17 PACIFIC STREET, ST AUGUSTINE, FL 32084

Signing Officer

Name
Michael Sanders
Title
President
Phone
9048191799
Signed
2025-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Davis-certified Public Accts Pa
Address
17 PACIFIC STREET SUITE A, SAINT AUGUSTINE, FL 32084
Preparer
Bradley K Davis
Phone
9048191799
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Labs-138 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Abbvie Inc-144 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Accenture PLC-57 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Ameren Corp-77 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4American Electric Power-79 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Analog Devices, Inc.-88 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AT&T Inc.-808 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T Inc.-2590 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Automatic Data Processing Inc-59 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Avalonbay Cmntys Inc-26 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Avery Dennison Corp-30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Bank New York Mellon-203 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Becton Dickinson-25 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Blackrock Inc-16 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Blackstone Inc-38 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Bristol Myers Squibb-256 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Broadcom LTD-123 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Booz Allen Hamilton-37 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Chevron-7,125 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Chubb Corp-73 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Cisco System Inc-408 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CME Group Inc-66 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CMS Energy Corp-70 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Cola Cola Com-242 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Comcast Corp-563 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Conocophillips-72 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CSX Corp-179 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Cummins Inc-24 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Disney-120 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DTE Energy Co-31 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Ebay Inc.-102 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Entergy Corp New-156 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EOG Res Inc-98 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Exxon Mobil-13,965 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34General Mills-149 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Genuine Parts-40 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Home Depot-70 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Honeywell Intl Inc-96 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Illinois Tools Works Inc.-46 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39International Business Machs-88 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40International Business Machs-795 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Invesco QQQ Trust-500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Ishares Russell 2000 Index Fund-2,350 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JP Morgan Chase & Co-235 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Johnson & Johnson-195 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KLA-Tencor Corp-22 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAM Research Corp-135 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Linde PLC Reg-33 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Lockheed Martin Corp-23 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Marsh & Mclennan Cos Inc-96 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50McDonalds Corp-68 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Medtronic PLC-115 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Merck & Co Inc-123 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Microsoft Corp-94 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Mondelez Intl Inc-213 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Morgan Stanley-140 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Nextera Energy Inc-76 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Northern Grumman Corp-30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Packaging Corp Amer-34 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Parker Hannifin Corp-32 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Pepsico Inc-53 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PNC Financial Services Group-126 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PPG Industries Inc-66 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Procter & Gamble Co-149 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Prologis Inc.-50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Public Service Enterprise-73 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Public Storage Inc.-17 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Qualcomm Inc.-35 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Southern Company-152 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SPDR S&P Midcap 400-1,200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Texas Instruments Inc-49 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TJX COS Inc.-101 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Trane Tech Pub-37 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Union Pac Corp-64 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Unitedhealth Group Inc-59 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Valero Energy Corp-90 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Verizon Communication Inc.-1,121 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Visa Inc.-44 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Walmart Stores Inc-379 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Waste Management-57 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WEC Energy Group-65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WELLS FARGO & CO-429 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0666341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Bank of America - Money Market Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0666341
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0235402
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt025170
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05444
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0266020
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0266020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011203
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011204
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022407
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025170
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0296534
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0296534
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0235402
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0235402
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-92150
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0223280
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025170
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0219378
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035438
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0308479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0358170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0266020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0266020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046642
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572022-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582022-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622022-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632022-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642023-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682018-11-13

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